San Diego, CA 3131 Camino Del Rio N Ste 300 Office

Robert Celeste is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Cetera. He has been with Cetera Wealth Services, LLC since 2013 and transitioned to Cetera in 2023. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Ryan Friesen is a CFP® professional with three years of industry experience, currently affiliated with Cetera. He has held roles at several related firms including Celeste Financial Group and Vanderbyl Associates INC. Outside of his advisory work, he is involved with Celeste Financial Group, where he reviews client profiles and prepares client reviews. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment options.

Nicolas Amodeo is a financial advisor with Cetera holding a Series 66 designation and has been in the industry since 2026. His prior work includes roles at Northwestern Mutual and various educational institutions. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and investment strategies.

Laura Taylor is a CFP® professional with 10 years of experience in the financial services industry. She is currently affiliated with Cetera and Everstead Financial Group, having worked at Cetera Wealth Services, LLC since 2016. Her prior roles include positions at Cetera and Everstead Financial Group. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and custodial relationships.

David Bretz is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its related entities since 2013 and is owner and president of Everstead Financial Group, a financial services firm. Bretz also serves as president of Bretz Financial Group, which focuses on tax and expense management, and holds a role as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Todd Johnson is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 66 designation and has been associated with Cetera and its affiliated firms since 2013. Johnson is also involved with Celeste Financial Group, a financial services DBA, where he performs client relations and administrative duties. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets across a network of over 10,000 advisors.

Ronald Warner is a financial advisor with Cetera, holding a Series 66 credential and 20 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as treasurer for the San Diego Business Group, a local networking organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various investment strategies and program options, supported by a nationwide network of more than 10,000 advisors.

Ashley Crane is a CFP® professional with 15 years of industry experience, currently affiliated with Cetera. She has worked at Cetera Wealth Services, LLC since 2015 and also holds a role at Affluence.com, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with diverse program options and investment strategies.